See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,832 | $127,386-47.5% | $115,037-41.9% | $125,391-46.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 4.28% | 31.28%-27.0pp | 26.14%-21.9pp | 282.22%-277.9pp |
| Employer contribution / active EE | $3,162 | $5,166-38.8% | $4,608-31.4% | $4,866-35.0% |
| Participant deferral / active EE | $9,897 | $6,423+54.1% | $6,026+64.2% | $5,352+84.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |